Meghan Donahoe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She previously worked at Stifel Nicolaus & Co Inc from 2014 to 2019. Outside of her advisory role, Donahoe is involved in e-commerce, working as a contractor selling used clothes and home goods on an online consignment platform. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Judah Piano is a CFP®-designated financial advisor with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Co since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation services conducted through separate brokerage or insurance arrangements.

Jeffrey Crabb is a CFP® professional with 36 years of industry experience and has been with Edward Jones in Seattle, WA since 2000. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves on the membership committee of a local business networking group, where he screens new members and helps resolve issues within the network. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kristina Jensen is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has been affiliated with Merrill since 1987 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Zhu is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Securities, LLC for nine years before joining Merrill in 2018. Outside of his advisory role, he serves on the investment committee of the Crowden Music Center and is an advisory board member of the East Bay Center for the Performing Arts, a performing arts school serving youth in underserved communities. Merrill, along with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

John Ramseyer is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is involved in ranching operations through Ellensburg Cattle Company, participating in general farm activities on weekends. Robert Baird & Co.’s DDK Group, where Ramseyer works, serves high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research support.

Zachary Sweeny is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Athena Gatan is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2001. In addition to her role at Ameriprise, she manages an advisory business at Wealthbridge Advisors Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Micah Blair is a CFP® and ChFC® with 27 years of experience at Edward Jones. He has been with the firm since 1999 and is based in Edmonds, WA. Outside of his advisory role, he serves on the Woodway Town Council, participating in local governance and planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ericka Lamsek is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage and advisory programs.

Laura Thramer is a financial advisor at Edward Jones in Edmonds, Washington, with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent ten years at All Star Directories. Laura holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,700 financial advisors.

Spencer O'Brien is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. His background includes prior roles at Amazon Web Services and nearly a decade of service in the United States Army. Outside of his advisory work, he serves as a volunteer Admissions Liaison Officer for the United States Military Academy. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques to support client decision-making without providing individual security recommendations.

Jennifer Krikawa is a Planning Consultant at Fidelity Investments. In her role, she partners with clients to develop and implement personalized financial plans that align with their life goals. Prior to joining Fidelity Investments in 2023, Jennifer worked as a Private Client Banker at JPMorgan Chase Bank from 2018 to 2023. Outside of her professional work, Jennifer has interests in running and singing.

Lance Jacobsen is a Series 66-licensed financial advisor with Edward Jones in Lake Forest Park, WA, where he has worked since 2012. He has 13 years of industry experience. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm oversees approximately $1.01 trillion in assets under management and maintains a large national network of financial advisors and branch offices.

Mehrzad Yousefi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, HomeGoods, Tiffany & Co., and Big Lots. Outside of advising, he works as a floor associate at HomeGoods. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Trichler is Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1997 and has been with Merrill Lynch since 2001. Jason offers expertise in serving high net worth families, executives, business owners, and non-profit institutions. His client focus areas include college education planning, family wealth management strategies, retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Jason holds a B.A. in Economic Geography from the University of Washington and studied pension and investment management at the Wharton School of Business at the University of Pennsylvania. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Certified Divorce Financial Analyst (CDFA). He maintains multiple FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Born and raised in Seattle, Jason has resided in Kingston since 2006, where he raises his three sons. He served as a head coach for the North Kitsap Pee Wee basketball league for 14 years and currently volunteers for the North Kitsap Boys and Girls Club. Jason enjoys skiing, hiking, golfing, and cooking in his personal time.

Shannon Vingo is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, Shannon worked at Merrill for six years and held positions at Alliance Partners and Rosselle Realty. Outside of finance, Shannon was involved with ClaySmile LLC from 2014 to 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Garrett Sloan is a financial advisor with Charles Schwab in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach emphasizes multi-asset model portfolios with strategic asset allocation, delivered primarily through non-discretionary advisory relationships alongside access to discretionary separately managed accounts.

Alejandra Tapia Alvarado is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and three years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Boeing Employees Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.